Portfolio Implementation Associate

Position Overview

We are looking for a Portfolio Implementation Associate to join our Private Wealth PMG team in Nashville, TN. Private Wealth Portfolio Management Group supports the implementation of our private client accounts. The Private Wealth product suite is becoming more complex and we are looking to grow our team to support this. The associate will gain an understanding of private wealth management and the customization we provide our clients to meet their financial goals such as tax aware investing and wealth planning.

The Portfolio Management Group (“PMG”) is responsible for portfolio implementation and supports the global portfolio management teams by authorizing and implementing portfolio decisions, and serving as the contact point with the trading desks, operations and sales teams.

• Implementing investment decisions for individual equity accounts
• Day to day monitoring of portfolio positioning, trade executions, cash management and compliance with client guidelines
• Addressing client requests and managing events throughout the client’s life cycle, such as cash flows, transitions, and account openings and closings
• Contributing to the volume of hundreds of transactions per week in the Private Wealth PMG
• Liaising with other departments internally, including Senior Portfolio Managers, Research Analysts, Legal/Compliance, Sales/Marketing, Trading, and Investment Operations/Accounting
• Project-based initiatives related to trade implementation product design and process improvement

• Interest in the financial markets, industry regulations, and portfolio management
• Detail-oriented with strong quantitative and analytical skills for evaluating portfolios
• Ability to prioritize, multitask and work effectively with a team in a deadline-driven environment
• Strong interpersonal skills and ability to communicate and build relationships with teams throughout the organization
• Logical thinking and holistic understanding of end-to-end processes to reconsider the status quo
• Proactive and inquisitive approach toward new challenges and problem solving

• Bachelor’s degree in business, finance, economics, math, computer science, engineering, or liberal arts
• 1 to 3 years of wealth management or financial operations experience
• Previous experience with US Equity operational product design a plus
• Candidates must be able to work in the U.S. without visa sponsorship (now or in the future)

AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.